Plan for Paralysis

Amplified Division

Dirty Words

Potential Thunderbolt

Nashville, Family, and the Zeitgeist

This year’s Strategic Investment Conference is wrapped up, but it’s not over. We spent five days thinking the unthinkable. I, for one, will continue not just thinking about it but meditating on it. I believe we got some serious insight into this decade’s fin de siècle. I’ve dubbed it The Great Reset. Others have different terms. Regardless, the implications and consequences are beginning to show themselves.

Traditionally, I devote a few post-conference letters to reviewing some of the sessions. I do this for my own benefit as well as yours. I’m not just summarizing what I heard; I’m thinking out loud. If some of it seems tentative, it may be because I’m still thinking. Or, more likely, it’s because I’m connecting it to another part of the conference you didn’t see and which I haven’t mentioned otherwise. What I say here only scratches the surface.

You can still get the almost-full SIC experience. Virtual passes will still be available for a limited time, giving you access to all the videos, transcripts, downloadable audio, and slide decks.

Last week we reviewed some out-of-the-box thinking on recession, inflation, and energy. As I said before the conference, though, we can’t analyze “the economy” like some kind of independent actor. The economy co-exists and interacts with broader society, including government. Public policies—and the political processes that determine them—can change the economy in deep and lasting ways. We may not like them, but we can’t ignore them.